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Vanguard Growth ETF
VUG

Overview Fund Activity

1,821 hedge funds and large institutions have $57.7B invested in Vanguard Growth ETF in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 752 increasing their positions, 643 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.03%
Holding in Top 10
320
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.91%
% of All Funds
5.1%
New
115
Increased
752
Reduced
643
Closed
80
Calls
$59.8M
Puts
$62.8M
Net Calls
-$3.01M
Net Calls Change
-$83.7M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$693M
2
SIS
Strategic Investment Solutions
Illinois
+$264M
3
Charles Schwab
Charles Schwab
California
+$212M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$130M
5
Morgan Stanley
Morgan Stanley
New York
+$95.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$580M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$233M
3
UCFA
United Capital Financial Advisors
Texas
-$137M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$90.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
976
Heritage Financial Services
Massachusetts
$1.16M +$33.5K +123 +3%
GIA
977
Goodwin Investment Advisory
Georgia
$1.16M +$118K +432 +11%
PGFC
978
Peapack-Gladstone Financial Corp
New Jersey
$1.16M +$105K +385 +10%
KeyBank National Association
979
KeyBank National Association
Ohio
$1.15M -$1.29M -4,725 -53%
RPCONE
980
Retirement Planning Company of New England
Rhode Island
$1.15M -$924K -3,395 -45%
CCB
981
Country Club Bank
Missouri
$1.14M – – –
JWM
982
Jeppson Wealth Management
California
$1.13M +$1.63K +6 +0.1%
AWM
983
Alterna Wealth Management
Texas
$1.13M -$260K -956 -19%
RPG
984
Resource Planning Group
Georgia
$1.13M -$65.4K -240 -5%
SNBOSD
985
Security National Bank of So Dak
Iowa
$1.11M -$68.1K -250 -6%
FCFC
986
First Commonwealth Financial Corp
Pennsylvania
$1.11M +$266K +977 +31%
PA
987
Pinnacle Associates
New York
$1.1M -$11.7K -43 -1%
HPM
988
Hoxton Planning & Management
West Virginia
$1.1M -$45.5K -167 -4%
PTC
989
Private Trust Company
Ohio
$1.1M +$136K +500 +14%
Jennison Associates
990
Jennison Associates
New York
$1.09M -$294K -1,081 -21%
VPP
991
Vertex Planning Partners
Illinois
$1.09M -$134K -491 -11%
LA
992
Lane & Associates
New Jersey
$1.09M +$76.8K +282 +8%
WI
993
WrapManager Inc
California
$1.08M -$34.9K -128 -3%
GC
994
Guidance Capital
Kentucky
$1.08M +$267K +991 +33%
HG
995
Harbor Group
New Hampshire
$1.08M +$817 +3 +0.1%
SCA
996
Southern Capital Advisors
Tennessee
$1.08M +$20.4K +75 +2%
WCFA
997
Walkner Condon Financial Advisors
Wisconsin
$1.07M -$817 -3 -0.1%
NLP
998
Next Level Private
New York
$1.07M +$274 +1 +0%
HGERS
999
Householder Group Estate & Retirement Specialist
Arizona
$1.07M +$1.07M +3,911 New
NCM
1000
Northwest Capital Management
Oregon
$1.06M +$272 +1 +0%
38 39
40
41 42